Aidan Flynn is a registered investment advisor at Seia, based in Redondo Beach, CA. Aidan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 9,833 clients with $23B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Actual fees are negotiated based on unique client objectives, complexity, and asset types. Fees for amounts over $10M are negotiable. Fixed-income portfolio schedules have lower ranges (0.25% to 1.00%).
1848 South Elena Avenue, Suite 100, Redondo Beach, CA, 90277
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